Hey advisors, anyone out there using Egnyte? Check out our new app that automatically re-names files and extracts holdings out of brokerage statements. No new systems, no new training -- just right click and "Send to LEA". Check out more info in the Egnyte App & Integrations store: https://us-partner-integrations.egnyte.com/appstore/#/apps/LEA Thanks @Joe Moss for the reminder to post here.

Hi friends - Can you point me to an AI tool that can help with client data gathering and inputting data into RightCapital? I'm looking for a tool that can collect data, create a progress bar, remind clients of outstanding items to upload, read documents, extract and enhance data, then put it into RightCapital ideally with our naming conventions. I understand I'm asking for a lot. I'd love to hear your ideas that cover a majority of the above ideal steps. The AI paraplanner type tools I've seen so far point to their own planning software vs. dropping it into RC, or they're more investment-focused. Looking for a tool that can read insurance docs, estate planning docs, tax docs, paystubs, budget uploads, equity comp grants, etc.